Design of CRM and ERP systems
We develop the logic and UI/UX design for comprehensive sales management, customer relationship management (CRM), and enterprise resource planning (ERP) systems.
Sounds familiar?
When does a CRM or ERP system need a UI/UX interface redesign?
If managers are losing leads, deals are getting stuck in the pipeline, and leadership lacks end-to-end analytics, the problem lies in an outdated or confusing UX.
01
Lost leads and long sales cycles
Managers get confused by customer records, forget about next steps, and spend too much time on manual data entry instead of selling.
02
Overloaded spreadsheets and a lack of analytics
It is difficult to assess the real state of affairs in the company due to the lack of clear dashboards, and finding the right record among thousands of rows requires dozens of clicks.
03
The system is outdated and hinders business growth
The legacy architecture prevents the quick addition of new modules, pricing plans, or integrations with third-party services (payment systems, end-to-end analytics, IP telephony).
04
Training new employees takes a long time and is difficult
We make the logic consistent, adding clear states, tooltips, and messages. The interface guides the user without long instructions.
05
The system developed chaotically without unified rules
We standardize tables, forms, statuses, and components. A unified design system simplifies the user experience and speeds up the creation of new modules.
06
The business has grown, but the system does not support the new processes
We are reviewing the structure, roles, and connections between modules to ensure the product can support new teams, markets, business directions, and data volumes.
What we design
What CRM and ERP systems we develop
We create architecture and UI/UX design for commercial and industry-specific systems of any complexity—from sales automation to comprehensive enterprise resource planning.
1
CRM systems
Sales funnel automation, customer cards, deals, communications, tasks, and end-to-end lead analytics.
2
ERP systems
Management of finances, procurement, warehouse, production, resources, and internal company operations.
3
Internal B2B platforms
Custom systems for HR management, document workflow, approvals, and operational processes.
4
Analytical Dashboards
Monitoring business metrics (KPIs), real-time data visualization, and prompt management decision-making.
5
Client and Partner Portals
Personal accounts for tracking orders, documents, payments, requests, and interacting with the company online.
6
Mobile CRM/ERP tools
Responsive interfaces and apps for field teams, time tracking, operational audits, and logistics.
Still adjusting your business processes to an inconvenient system? It's time to design a CRM/ERP tailored specifically to your business.
Development process
Stages of CRM and ERP System Design and UI/UX Design
First, we study the team's actual work and business processes. Then, we design interaction scenarios, create a user-friendly interface, and prepare a complete design system for developers.
01
Business process and audience research
What we do
We study the company structure, user roles, daily operations, existing CRM/ERP system, analytics, and employee requests.
Result
Business process map, user roles, UX issue list, development priorities, and requirements specification.
02
UX Architecture and Logic Design
What we do
We create information architecture, user flows, navigation, tables, filters, forms, deal statuses, and role-based access permissions.
Result
Information architecture, user journey maps, wireframes, and a detailed interactive UX prototype.
03
UI interface and screen design
What we do
We design analytics dashboards, custom tables, input forms, charts, notifications, modal windows, and all component states.
Result
Ready-made UI screen mockups, responsive versions, and a full set of system states for development.
04
Design system creation and handoff to development
What we do
We create a scalable component library (Enterprise UI Kit), define usage guidelines, specifications, and animation scenarios.
Result
A comprehensive Figma design system, technical documentation, and ready-to-use assets for the development team.
Blog
Writing about CRM/ERP
Our experience
Work on CRM and ERP systems
We design products that help teams work faster, gain better control over processes, and make data-driven decisions.
Your product could be next…
FAQ
Frequently Asked Customer Questions
Answers about costs, timelines, the process, and working with your existing system.
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